Position in MTB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,392
+$13,330 QoQ
Shares Held
426
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#913
of 1,144 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $777,271 across 8 Banks - Regional names. MTB ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
8,700 | $609,609 | |
| 2 | MTB |
M&T Bank Corp
This page
|
426 | $101,392 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
600 | $20,406 | |
| 4 | KEY |
Keycorp /New/
|
515 | $11,870 | |
| 5 | USB |
US Bancorp De
|
175 | $10,570 | |
| 6 | SHBI |
Shore Bancshares Inc
|
400 | $9,180 | |
| 7 | VLY |
Valley National Bancorp
|
500 | $7,325 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
100 | $6,919 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,392 | 426 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $88,062 | 426 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,830 | 426 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $84,186 | 426 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,639 | 426 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $76,147 | 426 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,092 | 426 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $75,344 | 423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,571 | 420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $60,503 | 416 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $56,476 | 412 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,701 | 53 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,559 | 53 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,337 | 53 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,688 | 53 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,344 | 53 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,447 | 53 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||